RWP

RWA Wealth Partners Portfolio holdings

AUM $8.8B
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.81M
3
+$6.68M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$5.88M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.84M

Top Sells

1
+$8.2M
2
+$8.02M
3
+$7.04M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$5.69M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.23M

Sector Composition

1 Financials 6.34%
2 Technology 5.98%
3 Healthcare 5.33%
4 Industrials 3.07%
5 Consumer Discretionary 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$384K 0.04%
7,309
+43
177
$383K 0.04%
7,050
178
$376K 0.04%
2,834
+704
179
$365K 0.04%
15,825
-7,180
180
$361K 0.04%
7,500
181
$360K 0.04%
7,074
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182
$351K 0.04%
1,788
-149
183
$350K 0.04%
4,640
-33
184
$332K 0.04%
5,926
+22
185
$330K 0.04%
4,433
+1,421
186
$330K 0.04%
+5,000
187
$329K 0.04%
8,598
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188
$320K 0.04%
8,200
-832
189
$320K 0.04%
1,701
+73
190
$317K 0.04%
2,160
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191
$310K 0.03%
2,036
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192
$309K 0.03%
1,792
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193
$301K 0.03%
5,609
-2,943
194
$299K 0.03%
3,520
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195
$295K 0.03%
28,289
-655
196
$294K 0.03%
3,600
197
$289K 0.03%
1,708
198
$286K 0.03%
2,544
+44
199
$274K 0.03%
1,172
200
$271K 0.03%
5,753
6 7
8
9 10